Charles M. Roame
Director/Board Member at LEFTERIS ACQUISITION CORP.
Network origin in Charles M. Roame first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Packaged Software | 31 | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan.
12
| Subsidiary | Investment Managers | 12 |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.
11
| Holding Company | Investment Managers | 11 |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD.
8
| Holding Company | Investment Managers | 8 |
| Private Company | Financial Conglomerates | 7 | |
DPL Financial Partners LLC
 DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY.
6
| Holding Company | Insurance Brokers/Services | 6 |
SA Funds – Investment Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA.
1
| Private Company | Miscellaneous Commercial Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles M. Roame via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal Corporate Officer/Principal | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor Private Equity Investor Private Equity Investor Private Equity Analyst | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree Consultant / Advisor Undergraduate Degree Masters Business Admin Masters Business Admin | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Chief Operating Officer | |
GTCR LLC
 GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal Private Equity Investor | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer Chief Executive Officer | |
Reverence Capital Partners LLC
 Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York. | Investment Managers | Founder Founder Private Equity Investor | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
| FINANCIAL ENGINES INC | Investment Managers | Chairman Chief Executive Officer Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Obra Capital, Inc.
 Obra Capital, Inc. Investment ManagersFinance Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX. | Investment Managers | Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Venerable Holdings, Inc.
 Venerable Holdings, Inc. Insurance Brokers/ServicesFinance Venerable Holdings, Inc. owns and manages the legacy variable annuity business. The company was founded on June 1, 2018 and is headquartered in West Chester, PA. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member Director/Board Member | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Vestigo Ventures LLC
 Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Consultant / Advisor Founder | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| T. ROWE PRICE GROUP INC. | Investment Managers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Community Brands Parentco LLC
 Community Brands Parentco LLC Packaged SoftwareTechnology Services Community Brands Parentco LLC operates as a software company serving fait-based organizations and educational institutions. It offers church management, church website services, online giving, mass communication, background screening, church leadership development, financial accounts, and mobile applications. The company was founded by Ross Croley and Ben Sealey in 2012 and is headquartered in Lenoir City, TN. | Packaged Software | Director/Board Member Director/Board Member | |
IntraFi Network LLC
 IntraFi Network LLC Finance/Rental/LeasingFinance IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
| CITIZENS FINANCIAL GROUP, INC. | Major Banks | Director/Board Member Corporate Officer/Principal | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Transact Campus, Inc.
 Transact Campus, Inc. Packaged SoftwareTechnology Services Transact Campus, Inc. designs and develops software applications for education, government and business industry. The company is headquartered in Phoenix, AZ. | Packaged Software | Director/Board Member Director/Board Member | |
Premium Credit Ltd.
 Premium Credit Ltd. Financial ConglomeratesFinance Premium Credit Ltd. provides payment facilitation and financing services. The firm's insurance premium finance business provides consumer and business policyholders with the ability to pay insurance premia by periodic monthly installments instead of a single annual payment. It also provides financing services for individuals to pay for other annual fees or services by monthly installments, including accountancy fees, golf club subscriptions, holiday, home pitch fees and school fees. The company was founded in 1988 is headquartered in Leatherhead, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin | |
| St. John's University | College/University | Undergraduate Degree Corporate Officer/Principal | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
| Siena College | College/University | Undergraduate Degree Undergraduate Degree | |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Regional Banks | President Corporate Officer/Principal | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
CapFinancial Holdings, Inc.
 CapFinancial Holdings, Inc. Financial ConglomeratesFinance CapFinancial Holdings, Inc. operates as an investment holding firm. The company is headquartered in Doylestown, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Financial Engines Advisors LLC
 Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Investment Managers | Chairman Chief Executive Officer | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Investment Managers | Director/Board Member Director/Board Member |
Statistics
International
| United States | 45 |
| Mauritius | 2 |
| Bermuda | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 14 |
| Technology Services | 5 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Operational
| Director/Board Member | 505 |
| Corporate Officer/Principal | 191 |
| Independent Dir/Board Member | 167 |
| Undergraduate Degree | 63 |
| Chief Executive Officer | 56 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Collin Edward Roche | 42 |
| Mark Casady | 35 |
| Asiff Hirji | 35 |
| Peter deSilva | 30 |
| Michael Martin | 29 |
| Jon D. Isaacson | 28 |
| Gregory Smith | 24 |
| Yves Sisteron | 23 |
| Anil Arora | 23 |
| Joe Sullivan | 22 |
| Milton Berlinski | 21 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
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